China Global Wealth Leaders Summit
This event is free to attend and qualifies for CPT/CPD points.
|7:30am – 9:00am||Registration and Refreshments|
|9:00am – 9:10am||Welcome Address: Andrew Shale, Founder and Chairman, Asian Private Banker|
|9:10am – 9:20am||Keynote Address
Guest of Honour:
H.E. Ambassador Dr. Jean-Jacques de Dardel, Swiss Confederation
|9:20am – 9:35am||Keynote Address
New era in sustainable and responsible wealth management for the beneﬁt of the nation
Guest of Honour:
|9:40am – 10:20am||Panel 1 | Sustainable and Responsible Wealth Creation – The New Era
As China moves into a new era of high quality growth, what is the role of capital in supporting the real economy in a sustainable and environmentally responsible manner? 2018 is an important year in upgrading China’s ﬁnancial system, with a particular focus on systemic risks, deleveraging and ensuring ﬁnancial stability. How are banks and wealth managers evolving and adapting to the new regulatory framework? What are the business plans and product preferences for China’s leading private banks and wealth managers in this new era of wealth management?
|10:20am – 10:40am||Networking and Refreshments|
|10:40am – 11:20am||Panel 2 | Client Attraction and AUM Growth in the New Era
Winning Chinese clients who are the most digitally-sophisticated end clients in the world presents unique challenges and opportunities for both incumbents and new fintech driven wealth managers. Combined with a new generation of investment products which the government has foretold, the Chinese wealth landscape demands innovative solutions and strategies for both Chinese and foreign private banks who seek to succeed in this vast, and still relatively youthful, wealth market. How are digital tools being utilised to reach, educate and capture end client attention and asset flows? What are the other unique attributes of Chinese clients to which ambitious Chinese and foreign private banks must adapt if they are to thrive?
Paris Shepherd, Managing Director, Asian Private Banker
|11:20am – 12:00pm||Workshop|
|12:00pm – 12:40pm||Panel 3 | Market Movements – CIO Views
Leading global and Chinese CIO’s share their latest house views on asset classes, sectors and risks as geopolitical tensions persist and markets continue to be volatile. How will the final quarter of 2018 unfold, and what may be ahead in 2019? What kind of asset allocation strategies are being developed for Chinese investors, and which products may find success within onshore and offshore portfolio’s?
|12:40pm – 12:55pm||Closing Keynote Address
Guest of honour:
Dr. Ma Jun, Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research
|12:55pm – 2:00pm||Networking Luncheon|
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Asian Private Banker reserves the right to amend this agenda at any time. All proceedings will be simulatanously translated into Putonghua and English. The event will be a private meeting with no media invited to attend except for the APB editorial team, who will not be covering or reporting on any aspects of the event conversations. The function is off-the-record for all participants, and no recording or reporting of any part of the proceedings is permitted or authorised.